← Back to searchVisit website
DEDICATED CAPITAL ADVISORS, LLC
CRD 168132 · SEC 801-78393
601 MONTGOMERY ST., SUITE 1111, SAN FRANCISCO, CA, 94111, United States
Phone
415-765-1778
Fax
415-834-1641
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.5M
Discretionary AUM
$94.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.3M |
| High net worth individuals | 43 | $143.7M |
| Charitable organizations | 16 | $14.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD